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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,566 | $182,442-96.4% | $163,379-96.0% | $138,895-95.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 20.59% | 72.74%-52.1pp | 63.41%-42.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,905 | $4,159-54.2% | $3,752-49.2% | $4,194-54.6% |
| Participant deferral / active EE | $2,351 | $6,817-65.5% | $6,282-62.6% | $6,396-63.2% |
| Admin fee / account holder | $44 | $10,396-99.6% | $9,818-99.6% | $12,562-99.7% |